Global Retirement Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Buy |
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|
2025
Q2 | $278K | Buy |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $167K | Sell |
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|
2022
Q2 | $178K | Hold |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $48K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $181K | Buy |
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